CIBC World Market’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

CIBC World Market’s Portfolio DSI Stock Details DSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$210K	Sell	1,733 -86	-5%	-$11K	﹤0.01%	1386
2025 Q4	$234K	Hold	1,819	–	–	﹤0.01%	1342
2025 Q3	$229K	Buy	1,819 +34	+2%	+$4.11K	﹤0.01%	1314
2025 Q2	$207K	Sell	1,785 -350	-16%	-$37.3K	﹤0.01%	1276
2025 Q1	$219K	Buy	+2,135	New	+$233K	﹤0.01%	1251
2024 Q3	–	Sell	-2,166	Closed	-$225K	–	1332
2024 Q2	$225K	Sell	2,166 -125	-5%	-$12.5K	﹤0.01%	1163
2024 Q1	$231K	Buy	+2,291	New	+$219K	﹤0.01%	1193
2020 Q1	–	Sell	-6,106	Closed	-$367K	–	1027
2019 Q4	$367K	Hold	6,106	–	–	﹤0.01%	913
2019 Q3	$339K	Buy	6,106 +1,220	+25%	+$67.4K	﹤0.01%	886
2019 Q2	$267K	Buy	+4,886	New	+$263K	﹤0.01%	972

Other funds holding DSI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IAS

IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

CIBC World Market's DSI Position: Q1 2026 in Review

CIBC World Market reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 4.7% in Q1 2026, selling an estimated $11K and leaving 1,733 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

CIBC World Market first reported a position in DSI in Q2 2019 and has held it in 10 quarters since. The position peaked at $367K in Q4 2019. 590 funds tracked by Wall St. Rank hold DSI as of Q1 2026.

CIBC World Market held 1,733 shares of iShares MSCI KLD 400 Social ETF worth $210K as of Q1 2026.
CIBC World Market sold 86 iShares MSCI KLD 400 Social ETF shares in Q1 2026, an estimated $11K.
iShares MSCI KLD 400 Social ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1386 holding.
CIBC World Market first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2019 and has held it in 10 quarters since.
CIBC World Market's iShares MSCI KLD 400 Social ETF position peaked at $367K in Q4 2019.
590 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.